Do you feel confident and secure with your retirement and investment strategy through today’s high inflation, rising rates and volatile market? 

Whether you are a do-it-yourself investor or seeking a second opinion, call (561) 210-7887 or fill out the form below to learn how our firm can benefit you and schedule a Portfolio Risk Analysis and Retirement Income consultation with Jon W. Ulin, CFP®, Private Wealth Advisor, Managing Principal. You’re advantaged with Jon Ulin’s two decades of experience — it’s the kind of knowledge and expertise that national news and media outlets call upon for his assessments of financial developments.

Your financial check-up either at our South Florida HQ or virtually by Zoom will include:

Portfolio risk analysis and retirement income review
Discussion of roadblocks that could prevent you from maintaining the retirement you earned.
Opportunity to evaluate the value of our services and make an informed decision about hiring our firm.

Wealth Management      About Us/ CV 

   

About Us

Ulin & Co Wealth Management is a trusted, independent advisory firm serving successful families, individuals, retirees, corporate executives, medical professionals and business owners in South Florida and beyond for many years and generations. We provide our clients fee-based portfolio management and financial planning expertise, which includes retirement income, tax, insurance and estate planning strategies.

As a fiduciary, Ulin & Co. brings an independent approach to wealth management that helps minimize conflicts of interest. We partner with Charles Schwab, Fidelity and Pershing for asset custody and management.

Founded on traditional values, our firm works as hard to build trust and long-lasting relationships with our clients as we do to manage and conserve wealth. Our team is available 24/7 for our client’s questions and service needs – while providing quarterly phone, video conference or  in-person office meetings to help manage and track their goals.  Our clients also benefit from our investment newsletters along with periodic educational workshops and events.   

Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients.  The following areas can help add trust, confidence and value when working with an independent advisor and firm.

Can your big box broker provide all these advantages? 

  • Independent SEC Registered Investment Advisor (RIA) firm affiliate
  • Recognized CERTIFIED FINANCIAL PLANNER™ professional
  • Multi-custodial firm with Charles Schwab, Fidelity & Pershing
  • Your money is held by an independent custodian, not the advisor firm.
  • Customized guidance based on your entire financial picture
  • A fee management structure that is simple to understand
  • A relationship that’s responsive, attentive, and personal
  • A fiduciary focus, putting your interests first

Why utilize an independent Registered Investment Advisor (RIA) firm

Independent Registered Investment Advisor (RIA) firms provide personalized financial advice to their clients, many of whom have complex financial needs. Because advisors at these firms are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.  

Why work with a CERTIFIED FINANCIAL PLANNER™ (CFP®)

Guide:  Top 13 Questions When Selecting a Financial Advisor

“Don’t be just a number!  To paraphrase a brilliant maxim, “Before you can know or judge someone, you must first walk a mile in his or her shoes.” You must understand their experiences, challenges and thought processes. Our team members truly focus on listening to your goals and concerns while always sitting on the same side of the table as you.” – Jon Ulin, CFP®, CEO

Start a conversation with us today by completing the following request form and we will be in touch!

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